Jamison Private Wealth Management, Inc. Portfolio Holdings

Jamison Private Wealth Management, Inc.

  • $823 Billion
  • Q4 2025

Jamison Private Wealth Management, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $823 Billion distributed in 210 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.5B, Nvidia Corp with a value of $35B, Microsoft Corp with a value of $31B, Eli Lilly & CO with a value of $22.3B, and Vulcan Materials CO with a value of $22.2B.

Examining the 13F form we can see an increase of $33.6B in the current position value, from $789B to 823B.

Jamison Private Wealth Management, Inc. is based out at Milton, GA

Below you can find more details about Jamison Private Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $823 Billion
Technology: $195 Billion
Financial Services: $118 Billion
Industrials: $104 Billion
Healthcare: $98.3 Billion
Consumer Cyclical: $69.5 Billion
Consumer Defensive: $46.4 Billion
Basic Materials: $40.3 Billion
Communication Services: $36.3 Billion
Other: $100 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$266B
$520 Million 0.06% of portfolio
1,756
Q4 2025 Added 0.29%
$12.6B
$527 Million 0.06% of portfolio
29,724
Q4 2025 Added 0.43%
Ishares Bitcoin Trust ETF
-
$526 Million 0.06% of portfolio
-
Q4 2025 New
$5.22B
$484 Million 0.06% of portfolio
10,523
Q3 2023 New
$0
$535 Million 0.06% of portfolio
8,101
Q4 2025 Added 6.76%
$0
$453 Million 0.06% of portfolio
17,273
Q4 2025 Added 0.11%
$48.1B
$484 Million 0.06% of portfolio
1,866
Q4 2025 Added 0.21%
$0
$530 Million 0.06% of portfolio
8,383
Q3 2025 Added 0.28%
$14.8B
$465 Million 0.06% of portfolio
10,743
Q4 2025 Reduced 0.68%
$0
$501 Million 0.06% of portfolio
5,206
Q4 2025 Reduced 4.46%
$83.6B
$462 Million 0.06% of portfolio
3,558
Q4 2023 Reduced 3.18%
$0
$455 Million 0.06% of portfolio
1,507
Q4 2025 Added 7.8%
$59.6B
$397 Million 0.05% of portfolio
2,012
Q4 2025 Added 8.7%
$30.3B
$424 Million 0.05% of portfolio
6,519
Q4 2025 Reduced 12.2%
$875M
$417 Million 0.05% of portfolio
11,280
Q4 2025 Reduced 0.23%
$0
$384 Million 0.05% of portfolio
509
Q2 2024 Added 10,080.0%
$0
$385 Million 0.05% of portfolio
1,828
Q4 2025 Added 0.22%
$0
$440 Million 0.05% of portfolio
13,487
Q4 2025 Added 10.31%
$74.9B
$391 Million 0.05% of portfolio
1,587
Q3 2025 Added 0.06%
$57.4B
$430 Million 0.05% of portfolio
8,475
Q4 2025 Added 0.71%
$593B
$439 Million 0.05% of portfolio
2,251
Q4 2025 Added 109.2%
$35.1B
$388 Million 0.05% of portfolio
3,842
Q4 2025 Reduced 17.39%
$53B
$326 Million 0.04% of portfolio
3,781
Q4 2025 Reduced 10.55%
$90.5M
$337 Million 0.04% of portfolio
12,510
Q4 2025 Reduced 1.55%
$13.5B
$335 Million 0.04% of portfolio
2,366
Q4 2025 New
$174B
$323 Million 0.04% of portfolio
2,008
Q4 2025 Added 1.41%
$181B
$365 Million 0.04% of portfolio
4,472
Q3 2025 Added 0.68%
$0
$325 Million 0.04% of portfolio
666
Q3 2025 Added 0.15%
$4.9B
$307 Million 0.04% of portfolio
8,000
Q4 2025 Reduced 14.42%
$13.3B
$306 Million 0.04% of portfolio
7,773
Q4 2025 Reduced 5.78%
$0
$363 Million 0.04% of portfolio
5,395
Q4 2025 Added 1.3%
$80.2B
$247 Million 0.03% of portfolio
3,352
Q4 2025 Reduced 10.97%
Veralto Corp
-
$237 Million 0.03% of portfolio
-
Q2 2025 Added 1.19%
$6.8B
$230 Million 0.03% of portfolio
4,594
Q4 2025 Added 1.37%
$177B
$224 Million 0.03% of portfolio
1,294
Q4 2025 Reduced 0.08%
$65.7B
$287 Million 0.03% of portfolio
3,633
Q4 2025 Reduced 1.3%
$1.46T
$267 Million 0.03% of portfolio
877
Q3 2025 New
$0
$239 Million 0.03% of portfolio
8,724
Q4 2025 Reduced 2.48%
$5.22B
$215 Million 0.03% of portfolio
2,274
Q4 2025 New
$74.3B
$240 Million 0.03% of portfolio
1,151
Q4 2025 Added 0.52%
$68.5B
$221 Million 0.03% of portfolio
1,712
Q4 2025 Added 0.29%
$0
$240 Million 0.03% of portfolio
974
Q4 2025 Added 0.1%
$30.4B
$209 Million 0.03% of portfolio
8,615
Q4 2025 Reduced 32.57%
Labcorp Holdings Inc
-
$207 Million 0.03% of portfolio
-
Q2 2025 New
$16.7B
$268 Million 0.03% of portfolio
553
Q4 2025 Added 0.18%
$0
$256 Million 0.03% of portfolio
8,984
Q4 2025 Added 0.31%
$18.3B
$207 Million 0.03% of portfolio
3,753
Q4 2025 New
$270B
$253 Million 0.03% of portfolio
3,446
Q4 2025 Added 0.35%
$91.4B
$227 Million 0.03% of portfolio
1,417
Q4 2025 Reduced 4.06%

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $823 Billion
  • Prior Value $789 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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